Create a dynamic filter option

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Create a dynamic filter option

Dynamic filter options enhance filtering by allowing users to run existing script
includes or JavaScript against a reference field within condition builders and dynamic
reference qualifiers.

Before you begin

Role required: admin

About this task

This task describes how to create a new dynamic filter option and an associated script include.

Dynamic filter options "objectize" script includes/JavaScript, enabling them to be
reused in multiple condition builders and dynamic reference qualifiers. This type of filter enables you to modify a script
once and have the changes automatically take effect everywhere the dynamic filter
option is used.

All condition builder dynamic filters use the is (dynamic)
operator and call a dynamic filter option. In the following example, the
pre-existing dynamic filter option Me is being used. For a
list of available pre-existing condition builder dynamic filter options, see Dynamic operators.

Note: Dynamic filters are not supported in scoped
applications or UI policy conditions.

Enter the name of the function you created,
JavaScript (no script include needed), or the complete
script include/business rule call, such as new
GlobalCanvasUtil().refQualPaTabs().

Field type

Select Reference.

Referenced table

Select the table to which this dynamic filter option
applies.

Order

Enter a number to designate the placement of this
dynamic filter option in the filter option choice
list.

Roles

Select the role a user must have to see this
option.

Active

Enable or disable the option.

Reference script

Optional. Select the client-callable script include
or business rule you created for the scripted filter. If
the Script field contains
JavaScript, an encoded query, or the entire script
include/business rule reference, this field can be
empty.

Available for filter

Select this option to display the dynamic filter
option as a filter breadcrumb.

Available for default

Select this option to allow dynamic filter option to
be a default in a dictionary entry.

Available for ref qual

Select this option to allow dynamic filter option to
be selected as a dynamic reference qualifier.